API Latest Changes

API
101

v4.4.40 (27/10/2025)

We no longer automatically create new folders with POST “/v4/f/{firm_id}/companies/{company_id}/folders” when a folder with the same name already exists, but instead return the existing folder.

102

v4.4.41 (27/10/2025)

Expose results of an account for the period

GET /v4/f/{firm_id}/companies/{company_id}/periods/{period_id}/accounts/{account_id}/results

103

v4.4.42 (20/11/2025)

  • Added pagination support to the “List all users that have access to a company” endpoint: GET /api/v4/f/{firm_id}/companies/{company_id}/users?per_page=10&page=7.
104

v4.4.43 (01/12/2025)

  • Applied pagination limits to the “List all users that have access to a company” endpoint: GET /api/v4/f/{firm_id}/companies/{company_id}/users. The default page size is now 10, and the maximum allowed value is 200.
105

v4.4.44 (20/01/2026)

Added `POST /api/v4/f/{firm_id}/companies/{company_id}/client_meetings/external_notes` to upload an external note to the current client meeting of a company.

106

v4.4.47 (04/05/2026)

  • Added POST /api/v4/f/{firm_id}/companies/{company_id}/client_meetings/attachments to upload an attachment to the current client meeting of a company. Up to 5 attachments can be attached per meeting; call the endpoint once per file.
  • Deprecated POST /api/v4/f/{firm_id}/companies/{company_id}/client_meetings/external_notes — use the attachments endpoint instead.